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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,961 | $85,171-81.3% | $172,752-90.8% | $72,975-78.1% |
| Participation rate | 33.3% | 70.1%-36.7pp | 82.6%-49.3pp | 69.5%-36.2pp |
| Annual return | 24.80% | 27.32%-2.5pp | 802.97%-778.2pp | 81.01%-56.2pp |
| Employer contribution / active EE | $2,322 | $3,324-30.1% | $5,144-54.9% | $2,440-4.8% |
| Participant deferral / active EE | $1,307 | $3,260-59.9% | $5,198-74.9% | $3,608-63.8% |
| Admin fee / account holder | $2,111 | $5,880-64.1% | $13,955-84.9% | $5,124-58.8% |